Financial Consulting

Financial Consulting

The Financial Consulting Group is the primary resource for 1st Global Financial Advisors for delivering cutting-edge client solutions and adopting business-building best practices. The Financial Consulting Group can help advisors formulate a business plan and offer perspective on how firms similar to yours have defined realistic goals.

Financial Consulting Group directors provide these services to 1st Global Financial Advisors:

  • Review investment portfolio or portfolio analysis and design
  • Client meeting guidelines
  • Financial planning support
  • Client solutions expertise
  • Marketing plan assistance
  • Sustainable income solutions

Product Expertise:

  • Review investment portfolio or portfolio analysis and design
  • Mutual Funds
  • ETFs
  • Separate account managers
  • Hedge Funds
  • REITs
  • 1031s
  • 529s
  • Structured Investments
  • Other direct participation programs

The members of the Financial Consulting Group act as your firm's client solution experts and can play a vital role in empowering your firm to serve more clients, and serve them better.

 

Please note that there are special risks of investing in Limited Partnerships, Business Development Companies and REITs such as lack of liquidity and potential adverse economic and regulatory changes. For this reason, there are minimum suitability standards that must be met. Investors should read the prospectus carefully before investing.

Hedge funds are speculative investments and are not suitable for all investors. The funds are only open to qualified investors who are comfortable with the substantial risks associated with investing in hedge funds. Structured products are not guaranteed investments and the nature of construction is complex and involves risks. You need to speak with your Financial Advisor prior to purchasing any investment products.

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Partner with 1st Global

If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth.